John Andrew Shumski
Investment adviser representative at Networth Asset Management, Inc
27 yearsExperience
4 statesRegistered in
$102.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Transitional Broker LLC.Mar 2024 to now
- Networth Asset Management, IncDec 2012 to now
- SelfJul 1999 to now
- Intercarolina Financial Services, Inc.Jul 2015 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (FL, MN, PA, TX).
Networth Asset Management, Inc
$102.8MAssets managed
245Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1636896
- Firm CRD
- 105145